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SEI Investments

559 hedge funds and large institutions have $7.31B invested in SEI Investments in 2025 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 200 increasing their positions, 192 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 57

2% more funds holding

Funds holding: 548559 (+11)

1.13% more ownership

Funds ownership: 71.63%72.75% (+1.1%)

4% more repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 192

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less capital invested

Capital invested by funds: $7.51B → $7.31B (-$199M)

65% less call options, than puts

Call options by funds: $509K | Put options by funds: $1.45M

Holders
559
Holders Change
+11
Holders Change %
+2.01%
% of All Funds
6.8%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
79
Increased
200
Reduced
192
Closed
57
Calls
$509K
Puts
$1.45M
Net Calls
-$943K
Net Calls Change
-$8.12M
Name Holding Trade Value Shares
Change
Change in
Stake
PWG
276
Portside Wealth Group
Utah
$803K +$49.1K +597 +6%
Mariner
277
Mariner
Kansas
$801K +$398K +4,840 +98%
TWC
278
TD Waterhouse Canada
Ontario, Canada
$797K -$1.9M -23,086 -70%
LCM
279
Logan Capital Management
Pennsylvania
$796K
CAM
280
Cresset Asset Management
Illinois
$794K -$28.6K -348 -3%
PAMG
281
Patton Albertson Miller Group
Tennessee
$791K
HIP
282
Harrell Investment Partners
Texas
$772K +$15.1K +184 +2%
PP
283
Patten & Patten
Tennessee
$771K
SOADOR
284
State of Alaska Department of Revenue
Alaska
$763K -$15.5M -188,808 -95%
VCM
285
Voleon Capital Management
California
$762K -$143K -1,739 -16%
Mitsubishi UFJ Trust & Banking
286
Mitsubishi UFJ Trust & Banking
Japan
$751K -$8.79K -107 -1%
NS
287
NBC Securities
Alabama
$750K +$8.47K +103 +1%
X
288
Xponance
Pennsylvania
$749K -$148K -1,806 -17%
BCI
289
Brinker Capital Investments
Pennsylvania
$739K +$7.81K +95 +1%
HIM
290
Hillsdale Investment Management
Ontario, Canada
$738K +$8.22K +100 +1%
OL
291
Odyssean LLC
Connecticut
$735K +$736K +8,958 New
KPWS
292
Kestra Private Wealth Services
Texas
$732K +$98.9K +1,203 +16%
IWC
293
Integrated Wealth Concepts
Massachusetts
$714K +$162K +1,967 +29%
MM
294
MQS Management
New York
$706K +$23.6K +287 +3%
NYLIM
295
New York Life Investment Management
New York
$704K -$84.5K -1,028 -11%
MF
296
Magnetar Financial
Illinois
$682K -$3.56M -43,359 -84%
CIA
297
Concurrent Investment Advisors
Florida
$672K +$190K +2,316 +39%
ECM
298
Evergreen Capital Management
Washington
$659K +$33.6K +409 +5%
IMC
299
Investment Management Corporation
Virginia
$639K
SLAM
300
Swiss Life Asset Management
$630K +$242K +2,949 +62%